TackQuote
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Quick Start Guide

From creating your account to sending your first live quote — everything you need for day one.

~10 minute read

Section 1

Account Setup

  1. Create your TackQuote account

    Go to tackquote.com/register, enter your work email and company details, then verify your email. Your account is created with a 14-day Pro trial — no card required.

  2. Complete your company profile

    Go to Settings → Company and fill in:

    • Upload your logo — it appears in the buyer portal header and on PDF quotes
    • Set your default currency (USD, EUR, GBP, CAD, AUD supported)
    • Set your timezone for quote expiry dates
    • Configure your quote number format. Default: TK-YYYY-XXXXXX (e.g. TK-2026-000142)

  3. Set up your email sender

    Go to Settings → Email. By default, quote emails send from [email protected]. To send from your own domain:

    • Custom SMTP: Enter your SMTP host, port, username, and password
    • Custom sender name: Set a friendly display name like Acme Sales via TackQuote

Section 2

Your First Quote

  1. Click "New Quote" from the dashboard

    From the seller dashboard, click New Quote in the top-right corner. You can also press N as a keyboard shortcut.

  2. Select or create a buyer

    Search for an existing buyer by name or email. If they're new, click Add buyerand enter their name and work email. Buyers don't need a TackQuote account.

  3. Add line items

    Type a product name or SKU into the line item search bar. TackQuote searches your connected catalog in real time. You can also add a line item manually by clicking Add custom item.

  4. Set pricing

    For each line item, set the unit price, quantity, and an optional discount — either a flat amount or a percentage. TackQuote calculates subtotals and tax in real time.

  5. Mark optional line items

    Toggle any line item as Optional to let the buyer include or exclude it before accepting. Optional items are visually distinct in the buyer portal.

  6. Set expiry date and notes

    Set a quote expiry date (after which the buyer portal shows an expired state) and add any internal or buyer-facing notes. Internal notes are visible only to your team.

  7. Preview and send

    Click Preview to see the buyer's view, then click Send Quote. The buyer receives a unique link they can open without logging in.

    The quote number is auto-generated (e.g. TK-2026-000001). Once sent, the quote moves from draft to sentin the lifecycle, and you'll see a read receipt when the buyer first opens the link.

Section 3

Templates

Templates let you build the scaffold of a quote once and reuse it. You can create them from scratch or save any existing quote as a template.

  • Go to Settings → Templates → New Template to build one from scratch
  • On any quote, click Save as Template to capture its line items, pricing, and notes
  • Mark a template as Default — it pre-loads when you click New Quote, saving the first few steps
  • Pro plan unlocks the Pro Template Gallery: pre-built quote structures for SaaS annual contracts, professional services retainers, product bundles, and more
Templates are tenant-scoped — every member of your team can use them, but only Admins can create or edit them.

Section 4

Approval Workflows

For quotes above a certain value, TackQuote can hold a send until one or more people approve it. Workflows are configured once and then run automatically.

Set up a workflow

  1. Go to Settings → Approvals → New Workflow
  2. Set a threshold: e.g. Quotes over $10,000 require approval
  3. Choose approvers by role (e.g. all Sales Managers) or by specific user
  4. Add more steps for larger amounts — for example, Manager approval for >$10k, then VP approval for >$50k, then Legal review for >$100k
Approvers receive an email notification with a one-click Approve or Request Changes link. You can also enable Slack notifications in Settings → Notifications. A quote stays in pending_approval until every step in the chain clears.

Section 5

Inviting Your Team

Go to Settings → Team → Invite Member, enter an email address, and assign a role. The invited person receives an email with a link to set up their password.

RoleWhat they can do
AdminFull access — settings, billing, all quotes, all users
Sales RepCreate and manage their own quotes; read-only on others
ViewerRead-only access to all quotes and analytics

Section 6

Connecting Integrations

Integrations live in the top-level Integrations section of the seller portal. Connect your CRM to sync contacts and deals; connect your store to pull live catalog data into quotes. For the full list of platforms and connect flows, see the Integrations guide; to accept payments, see Payments.

  1. Open Integrations

    Find the integration you want to connect. TackQuote supports HubSpot, Salesforce, and BigCommerce out of the box.

  2. Connect HubSpot or Salesforce

    Click Connectnext to HubSpot or Salesforce. You'll be redirected to the provider's OAuth login. Authorize access, then return to TackQuote. Your contacts and deals sync automatically going forward.

  3. Connect BigCommerce

    Click Connect next to BigCommerce, then enter:

    Store URL:    https://store-xxxx.mybigcommerce.com
Client ID:    [from BigCommerce API settings]
Client Secret: [from BigCommerce API settings]
Access Token: [from BigCommerce API settings]
    The first catalog sync may take 5–10 minutes for stores with large catalogs. You'll see a progress indicator in the Integrations section while the sync runs.
Your account starts on a 14-day trial. When you're ready, pick a plan under Settings → Billing — see Plans & Billing for what each tier includes and its limits.